Archive for the ‘Dynamics CRM 2013 New Features’ Category

If you use CRM for Tablets or you read the CRM Mobile Survival Guide, you are aware of the great functionality of the Tablet app: Modern design Almost full CRM functionality Support for JavaScript Support for embedded web resources (post CRM 2015) Business Rules Business Process Flow And if you use CRM on your smartphone, […]

I recently was asked a question by someone upgrading from CRM 2011 to CRM 2015 who wanted to know if they should implement business process flow or keep using the legacy sales stage field. The majority of our CRM 2013 and 2015 deployments use business process flows for process driven entities like opportunities and cases. […]

Without user adoption of a new technology, why invest in the first place? Marketers and business development managers have an obligation to stress, encourage – maybe even demand – user adoption best practices with the roll out of any new technology. Even if it’s just an upgrade, do your owners and CEO a favor: teach […]

Let’s say you want to show a few fields from one entity form on another. For example, your sales people would like to see the Relationship type of the parent Account, on a Contact form – a detail that saves the sales people the extra clicks of having to switch to the Account form to check. In CRM 2011, […]

To wrap up our discussion on activity feed posts and their functionality, I’d like to share an idea that we have used with a client which is repeatable and I think useful in all environments. We all have a need for reminders. There are so many things that we have to accomplish on a day to […]

Last time we discussed how the Posts portion of the social pane is configured and the functionality behind it, specifically for out of the box (OOTB) entities. In this post, I would like to discuss how we can extend the OOTB functionality to create additional custom posts. In this example we will discuss adding an […]

Over a three part series, I will be discussing one of the more overlooked and underappreciated features in CRM, in my humble opinion: the ‘Posts’ feature in the social pane. One of the reasons that this feature seems to be overlooked is that people don’t completely understand how to utilize them. “Other than users manually […]

Dynamics PDF How many steps are required to send price quotation as an email? With Dynamics PDF – One single click: With Dynamics CRM – Five clicks: Run Report Generate Quote Report Save as PDF Create Email Activity Attach PDF to Email Dynamics PDF converts any CRM report to PDF with the following one […]

The world is changing and distributors need to keep up with these changes to stay competitive. According to a recent Nielson report “Global trust in advertising”, online consumer reviews are already the second most trusted source of brand information and messaging, with 70 percent of global consumers and businesses indicating they trust online reviews, an increase of 15 […]

Enhanced productivity is something that everyone, regardless of industry and company size, strives for on a daily basis. Many books have been written and training seminars developed to this end, and yet we are still left wanting more. What is becoming clearer each day that the best way to improve productivity is to empower each […]